Carnegie Nordic Capital Goods Seminar

5 March 2015 Executive Vice President and CFO Eeva Sipilä

Cargotec’s business areas

Mar 2015 3

MacGregor MacGregor offers integrated

cargo flow solutions for maritime transportation and offshore industries

Global company with facilities near ports worldwide

Wide offering for ships, ports and terminals and offshore industry

Kalmar Kalmar offers the widest range

of cargo handling solutions and services to ports, terminals, distribution centres and heavy industry

Industry forerunner in terminal automation and in energy efficient container handling

Hiab Hiab is the global market leading

brand in on-road load handling solutions

Load handling solutions are used in various sectors of on land transport and delivery, including construction, distribution, forestry, warehousing, waste and recycling, and defence

43%

30%

27%

31%

44%

25%

Cargotec’s business basics

Mar 2015 4

Geographical split of sales in 2014

Services share of sales in 2014

Order to delivery lead time

EMEA

APAC

AMER

22% 12-24 months

EMEA

APAC

AMER 23% 2-4

months

EMEA

APAC

AMER 27% 6-9

months

MacGregor

EMEA APAC AMER

Kalmar Hiab

Cargotec sales split in 2014

Cargotec geographical split of sales in 2014

MacGregor

Kalmar

Hiab

January–December key figures

Mar 2015 5

*excluding restructuring costs

Q4/14 Q4/13 Change Q1-Q4/14 Q1-Q4/13 Change Orders received, MEUR 914 958 -5% 3,599 3,307 9%

Order book, MEUR 2,200 1,980 11% 2,200 1,980 11%

Sales, MEUR 963 914 5% 3,358 3,181 6%

Operating profit, MEUR* 71.5 38.6 85% 149.3 126.5 18%

Operating profit margin, %* 7.4 4.2 4.4 4.0

Cash flow from operations, MEUR 84.0 133.9 204.3 180.9

Interest-bearing net debt, MEUR 719 578 719 578

Earnings per share, EUR 0.63 0.12 1.11 0.89

Container throughput forecast illustrates that Kalmar is in a growth business

359.2 374.9 397.8 423.3 450.9 480.7 512.9

168.7 173.6 180.4 188.5 197.6

207.5 217.8

94.1 95.6 99.1

102.5 108.0

114.0 119.0

0

200

400

600

800

1 000

2012 2013 2014 2015 2016 2017 2018

APAC EMEA AMER

Mar 2015 6

TEU ’000

Source: Drewry: Container forecaster Q3 2014 and Q4 2014, Base case, January 2015

621.9 644.3 676.7

712.5 756.5

802.2 849.6

+3.9% +5.2%

+5.3% +5.9%

+6.0% +5.9%

1,000

0

500

1,000

1,500

2,000

2,500

3,000

3,500

02 04 06 08 10 12 14 16 18 20 22 24 26 0

1,000

2,000

3,000

4,000

5,000

6,000

02 04 06 08 10 12 14 16 18 20 22

Slow recovery in merchant shipping

Long-term contracting 2002–2023 World fleet additions 2002–2026

Mar 2015 7

Source: Clarkson Newbuilding Market Forecast, September 2014

Boom Collapse

Recovery

x4 ÷3

~3% p/a

History Forecast

x3 ÷2

~3% p/a

History Forecast

ship nos ship nos

Fleet expansion

Over-capacity

Recovery

x4 Magnitude of expansion / contraction in ship numbers

Despite reducing oil price offshore offers potential for MacGregor Break-even price for non-producing

assets in USD/barrel Global oilfield service purchases,

2014–2020 CAGR

8

0% 2% 4% 6% 8% 10% 12%

Source: Rystad energy

Maintenance and operations

EPCI

Subsea

Drilling contractors

Well services and commodities

Seismic

All offshore purchases

Downside on CAGR in an 80 USD/barrel scenario

Mar 2015

EPCI = Engineering procurement construction and installation

Two-fold market environment for Hiab

Mar 2015 9

60

70

80

90

100

110

120

-10-8-6-4-202468

2005 2007 2009 2011 2013 2015

EMEA Construction Output INDEX CHANGE (%)

y/y change (%)

Index 2005 = 100

6065707580859095100105110

-10-8-6-4-202468

10

2005 2007 2009 2011 2013 2015

AMER Construction Output INDEX CHANGE (%)

y/y change (%)

Index 2005 = 100

-60

-40

-20

0

20

40

60

80

EMEA AMER APAC

% Truck sales growth GVW over 15t, regions

2008 2009 2010 2011 20122013 2014 2015 2016

Source: IHS Global Insight Q1/2015 forecast

Cargotec’s must wins 2014–2015

Driving Hiab to best in class profitability and capital return

Driving MacGregor profitability over the cycle through better effectiveness

Safeguarding competitiveness in mobile equipment in Kalmar

Driving services offering development and growth in MacGregor and Kalmar

Driving growth in automation in Kalmar

Mar 2015 10

Cargotec financial targets for 2016

Mar 2015 11

Operating profit margin (EBIT)

Return on capital employed (ROCE pre-tax)

Gearing Dividend

of earnings per share

Enabling better performance

Mar 2015 12

Building world class business platforms

Performance culture

Better control, predictability and capital returns

Embracing digitalisation